I can help your organization through specific training or general speaking engagements. I have spoken to individual credit unions and groups on both a local and national level. I can design a program to meet your expectations.
Education and Training
I can help train your staff in a variety of areas, both from an accounting standpoint and a wide range of operational areas. Following are some key areas where I can help. If you need others, I’m sure I can design a program to meet those needs.
- Reconciling and maintaining control of general ledger accounts
- Investments
- Allowance for Loan Losses
- Internal Controls
- Bank Secrecy Act (BSA)
- Automated Clearing House (ACH)
Speaking Engagements
Over the years, I have spoken at many credit union events and conferences. Some of the topics I have spoken on follow:
- Fraud
- Troubled Debt Restructurings (TDRs)
- Accounting Standards and Procedures
- New Accounting Pronouncements
- Internal and External Auditing
- Internal Controls
- Regulatory Matters
- Financial Literacy
- Business Lending
- Indirect Lending
- Mergers
- The State of Credit Unions
- Regulatory Compliance
- Credit Union Service Organizations
If there is a topic you are interested in but do not see in the list, don’t be afraid to ask.
An Experienced Consulting Firm 